FSD v13 Producing Highlight Clips / Tesla on Record Pace / Cybertruck Rumor ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. So we have even Ashok Eliswamy, a man of few words, chiming in on Elon's pay package saying insane, it's just so obviously unfair that I can only explain this as corruption. I've been reading up on everything I can find over the past 24 hours about the case, and here are my main updated takeaways. First, on the timing of the appeal, if Tesla does decide to go through with that, I'm seeing conflicting information on those timelines for the Delaware Supreme Court. Yesterday, I shared this document, the Delaware Courts, the Supreme Court case scheduling FAQs. That's where we were told the average time from appeal to final decision in 2023 for the Delaware Supreme Court was about 29.7 days. But if you continue, that number is from the date of submission to the date of the final decision, and I learned that submission and filing are actually different.

欢迎来到《Electrified》，我是你的主持人，Dylan Loomis。今天连一向言辞不多的Ashok Eliswamy也对Elon的薪酬方案发表了看法，他用了“荒谬”这个词来形容，并表示这显然不公平，只能解释为腐败。在过去的24小时里，我尽可能多地阅读关于这个案件的所有资料，以下是我的主要收获。首先，关于上诉的时间安排，如果特斯拉决定进行上诉，我发现关于特拉华州最高法院的时间表信息相互矛盾。昨天，我分享了这份文件：《特拉华法院》，其中包括最高法院案件安排常见问题解答。文件中提到，2023年特拉华州最高法院从上诉到最终裁决的平均时间大约是29.7天。但如果继续深入研究，会发现这个数字是从提交之日开始算到最终裁决之日，而我了解到提交和备案实际上是不同的。

This morning, I found this document, the Supreme Court of the state of Delaware 2022 annual report. All you need to know for our purposes here, we want the time from filing to disposition and for 2022, the average across all of the cases at the Supreme Court was 176.3 days. So instead of expecting some news on this in three months, like I said yesterday, now getting more information, I'm expecting something in roughly six months time, so apologies for any confusion. Tesla did come out and say they would appeal, but they could also just use that as leverage in a settlement.

今天早上，我发现了这份文件，是特拉华州最高法院2022年的年度报告。我们需要关注的重点是案件从提交到裁决所需的时间。2022年，最高法院所有案件的平均处理时间是176.3天。因此，与我昨天所说的大约三个月不同，根据新的信息，我预计大约需要六个月才能有结果，对此产生的任何困惑我表示抱歉。特斯拉确实表示他们会提出上诉，但他们也可能只是想借此在和解中获得一些筹码。

Now, I don't think that's likely because of what I said on X about what Elon has said about not settling unjust cases against Tesla. But now that the plaintiffs' lawyers have something to lose to the tune of $345 million, Tesla could pay them a fraction of that, allow Elon to get paid and everyone moves on and those attorneys never have to work again. But if I had to guess, it seems more likely Tesla does appeal to the Delaware Supreme Court, which does have to hear this case. And sure, eventually this could make it to the US Supreme Court, but that court has no obligation to take the case.

现在，我觉得这种情况不太可能发生，因为我在X平台上提到过，马斯克表示不会在特斯拉的案件中妥协，特别是那些不公正的案件。不过，现在原告律师面临可能损失3.45亿美元的风险，特斯拉可以支付其中的一部分，允许马斯克获得报酬，大家都可以继续前进，而这些律师再也不用工作了。但如果让我猜的话，比起和解，特斯拉更可能会上诉到特拉华州最高法院，而该法院是必须审理此案的。当然，最终这个案件也有可能进入美国最高法院，但最高法院没有义务受理这个案件。

And as you can see in this table in 2022, only 5.4% of the cases that were seen by the Supreme Court were actually reversed. That includes both for criminal and civil, which is not an encouraging statistic, but you could also argue that this Tesla case seems like it could be one of these minority cases. Now in the long run, this will be a blip on the radar for Tesla, no matter how it plays out, but if Elon and Tesla can't get the decision reversed, the cost to create a new compensation plan is likely going to be quite costly for Tesla. Which is wild because this lawsuit is supposed to be about protecting shareholders when in reality it's becoming very harmful to shareholders.

如您所见，在这张2022年的表格中，只有5.4%的案件被最高法院推翻。这包括刑事和民事案件，这个统计数据并不乐观。不过你也可以说，特斯拉的这个案件似乎可能属于这少数被推翻的案件。长远来看，无论结果如何，这对于特斯拉来说都只是雷达上的一个小波动。但如果埃隆·马斯克和特斯拉无法推翻这项决定，那么为了制定一个新的补偿方案，特斯拉可能会面临高昂的成本。令人感到不可思议的是，这场诉讼本应是保护股东利益，但实际上却对股东造成了很大的伤害。

And it does not take a lawyer to see that this case clearly only exists as a payday for the plaintiff's attorneys and potentially as lawfare against Elon. But as always, if any community initiatives develop to support Tesla and Elon, I'll definitely let you know. A quick aside, the Secretary of State in Texas in June this year already signed the papers for Tesla reincorporating to Texas. Some people were saying that there's litigation pending that's challenging Tesla's reincorporation to Texas, but personally, I have not been able to find anything about that. So if you hear anything, please let me know.

这起案件显然只是原告律师的赚钱机会，可能也是针对Elon的法律战，而不是需要律师才能明白的复杂案情。不过，像往常一样，如果有任何支持特斯拉和Elon的社区行动，我一定会通知你。此外，插一句，德克萨斯州的国务卿今年六月已经签署文件，批准特斯拉重新注册到德克萨斯州。有人说，有诉讼在挑战特斯拉重新注册到德克萨斯，但我个人没有找到相关信息。如果你听到什么消息，请告诉我。

In real quick, I don't do the personal drama, but just to clear up some facts here, so AJ on X was calling Gary Black a liar. What he pointed out was June earlier this year, Gary said I cannot see Judge McCormick trying a second time to overturn the will of the Tesla shareholders who again approved the vote. And then yesterday, Gary said as expected, Judge McCormick has again rejected Elon's 2018 comp plan. And if you stop there, you could certainly say that does not look great for Gary. However, Gary has come out and said he changed his mind about that. And if you go to his pinned tweet, you'll actually see a downside catalyst for Tesla. Judge McCormick likely to again reject Elon's 2018 comp plan. And that was well before the decision came in. So on this one, Gary clearly just changed his mind. He was not outright lying, as AJ said.

简单来说，我不想参与个人纠纷，但为了澄清一些事实，在网站X上，AJ称Gary Black是个骗子。他指出，今年6月时，Gary曾经说过：“我看不出McCormick法官会再试图推翻特斯拉股东再次批准的投票。”而昨天，Gary又说：“如预期，McCormick法官再次拒绝了Elon的2018年薪酬计划。”如果仅仅看到这里，确实感觉对Gary不利。然而，Gary自己出来说他改变了主意。如果你去看他的置顶推文，会看到一条特斯拉的负面催化剂：“McCormick法官可能会再次拒绝Elon的2018年薪酬计划。”这个预言在判决出来之前就已经发布。所以在这件事上，Gary显然只是改变了想法，并不像AJ所说的那样是在撒谎。

Tesla China is doing very well right now. We got the data for week nine of quarter four. It came in at 18,600 comparing that to the same weekend quarter three. That number was 14,400. So quarter over quarter, Tesla China is now up 5.85%. With four weeks left in the quarter, Tesla would have to average just over 15,525 per week to set a new quarterly record. In week nine of quarter four last year, that number was 17,400. Thus year over year, Tesla China is now up 14.26%. The model breakdown for the week, 7100 model three and 11,500 model Y. I have this as Tesla China's third best week ever. My data goes back to quarter three of 2022. Now there are some significant incentives available right now, both specifically for Tesla in China and also for EVs in general. But Tesla is doing what they're supposed to.

特斯拉中国目前表现非常出色。我们拿到了第四季度第九周的数据，这一周的销量为18,600辆。相比第三季度同期的14,400辆，环比增长了5.85%。本季度还剩四周，特斯拉每周需要平均超过15,525辆才能创下新的季度记录。去年第四季度第九周的销量为17,400辆，所以同比增长了14.26%。该周的车型分布为7,100辆Model 3和11,500辆Model Y。这是我记录上的特斯拉中国第三好的周成绩，我的数据可以追溯到2022年第三季度。目前，在中国，特斯拉和电动车都享有一些显著的激励政策。但特斯拉做到了他们应该做的。

Heinrich Zane gave us another Tesla semi factory update. As you can see, they're making great progress with the exterior, but there's a new foundation area where some people had some questions. So you see this new foundation that's dug deeper than the rest of the factory and people were wondering what this area will be for. The main consensus and what I'm seeing from some other folks that have actually worked at places like Yigabra Lin is that this will be the area for the stamping of the semi. And if you look at this render on the far right, you'll see that section that has the raised ceiling, likely where that new foundation is. That's where the stamping machines will likely be, as that equipment is rather large. Tesla's model three long range has made it on car and drivers top 10 cars for 2025. They called it an excellent mainstream EV sedan. That's also a great deal. They said it's leaps and bounds better than before someone over at Tesla must be a reader. And in closing, after talking about the pricing, they said for a car as capable, satisfying and useful as this model three, it's an outstanding deal. And it makes one wonder why most other automakers are losing big money on much more expensive EVs. All I can say is if they'd been watching Electrified for the past few years, they would not be wondering. And check this out, I found a media kit for car and driver for 2024 and their monthly unique visitors. It's over 11.1 million. There's a report out there from Business Insider, so be extra careful with this one, but they're saying that Tesla has told Cybertruck production employees to stay home for December 3rd through the 5th. If this is true, it could be many things, production upgrades, line maintenance, or it could be they have excess capacity. Based on all available data, my guess would be one of the first two. Those timelines make sense for upgrades and or maintenance. But either way, they said employees will still be paid as usual.

Heinrich Zane 给我们带来了另一份关于特斯拉半挂卡车工厂的最新情况。可以看到，他们在外部建筑方面进展顺利，但有一个新的地基区域引起了一些人的疑问。这个新地基比工厂的其他部分挖得更深，人们想知道这个区域的用途。普遍的看法是，这个区域将用于半挂车的冲压工作。从一些在类似 Yigabra Lin 这样的地方工作过的人那里了解到，认为这是冲压设备的位置。如果你看最右边的效果图，可以看到一个有高屋顶的部分，可能就是新地基所在的位置。这就是冲压机可能放置的地方，因为这类设备通常相当大。 特斯拉的 Model 3 长续航版被评为 2025 年《Car and Driver》年度十大车型之一。他们称其为出色的主流电动轿车，也很划算。他们说这款车型比以前有了很大的进步，特斯拉的一些人肯定是《Car and Driver》的读者。他们在文章结尾谈到了价格，表示对于一辆如此有能力、令人满意且实用的 Model 3 来说，这是一个非常划算的交易。这不禁让人想，为什么大多数其他汽车制造商在更昂贵的电动车上赔了很多钱。我只想说，如果他们这些年一直关注 Electrified，就不会感到疑惑了。 看看这个，我找到了 2024 年的《Car and Driver》媒体报告，他们每月的独立访客数超过了 1110 万。商业内幕有一篇报道需要特别注意，但他们说特斯拉通知 Cybertruck 的生产员工在12月3日至5日期间不用上班。如果这是真的，原因可能有很多，比如生产升级、生产线维护，或者是产能过剩。根据现有的数据，我猜可能是前两者之一，这些时间适合进行升级和维护。不管怎样，他们说员工仍然会照常领取工资。

Car news China has said that the Tesla China team has denied that the Cybertruck would be brought to China through official channels anytime soon, saying it has no plans to sell the model in the world's largest EV market. And remember earlier this year, Elon said getting Cybertruck rode illegal in China would be very difficult, but we could ship some prototypes over for display. China has plenty of different restrictions on pickups, including where they can actually go in different cities. So I don't think China is going to be high on Tesla's list for the rollout of the Cybertruck. A few months back, we talked about the iron ore miner Fortescue and how they're working to electrify their heavy duty mining truck fleet. Well, they just got some money from the Australian government and now they're going to develop a 6 megawatt fast charging unit. 6 megawatts is equivalent to 6000 kilowatts and if you divide that by 250 kilowatts for the average V3 charging speeds, that means this would be about 24 times faster than Tesla's V3 superchargers. The chargers are needed for the 1.9 megawatt hour batteries that drive the power systems. Fortescue said the 6 megawatt fast charger will be compatible with a wide range of battery electric heavy mining equipment. And that the units will be equipped with robotic connection options.

据中国汽车新闻报道，特斯拉中国团队否认了Cybertruck将通过官方渠道很快进入中国市场的传闻，并表示目前没有计划在全球最大的电动车市场销售该车型。而且，记得今年早些时候，埃隆·马斯克曾说过在中国合法行驶Cybertruck将非常困难，但我们可能会运送一些原型车过去展示。中国对皮卡有很多不同的限制，包括在不同的城市区域行驶的规定。因此，我认为中国不会是特斯拉推出现役车型的首选市场。 几个月前，我们讨论过铁矿公司Fortescue致力于电动化他们的重型矿用卡车车队。最近，他们刚获得了澳大利亚政府的资金支持，现在他们将开发一个6兆瓦的快速充电装置。6兆瓦相当于6000千瓦，如果除以250千瓦的平均V3充电速度，这意味着这个充电装置将比特斯拉的V3超充器快约24倍。这种充电装置是为1.9兆瓦时电池组提供动力系统所需的。Fortescue表示，6兆瓦快速充电器将兼容多种电池电动重型矿山设备，并且这些装置将配备机器人连接选项。

In my opinion, anytime the limits of what's possible are being pushed, it's certainly worth sharing. California having electric vehicle tax credits makes all the sense, but excluding Elon Musk and Tesla for probably political reasons is just foolish. The reality is Tesla is the biggest manufacturer of electric vehicles in California. The Inflation Reduction Act explicitly got rid of the caps on companies like Tesla so that they could produce more electric vehicles. And if you're looking just three days ago, the New York Times had a report that China is leading 1.7 million electric vehicles exporting around the world. We're way behind and we need to be producing more of these electric vehicles in the United States. So I don't think politics should interfere with manufacturing or with an issue of our national competitiveness. I mean, you can disagree with Elon Musk as I do on a number of issues and speak out about that, but don't target a company because of political views. Well, look, I mean, the governor and others are going to say this is to help the small manufacturers. The reality is that there is no clear rationale in my view that isn't colored by politics. I mean, when Biden didn't invite Elon Musk and and showered praise on Mary Barra as the visionary for electric vehicle revolution, that was just nonsense. And the country knew that. I mean, I know disrespect to Mary Barra, but come on, she was dragging her feet on electric vehicles and Tesla helped create the electric vehicle revolution with a grant from Obama. And people people hate that kind of politics. How refreshing is it to hear a politician not talking their book, not being partisan, but just speaking in logical sensibilities? I'm not sure how much influence Roe will have over Gavin Newsom, but this certainly won't hurt.

在我看来，任何时候只要有打破可能性界限的事情，都是值得分享的。加州提供电动车税收抵免政策是很合理的，但是因为可能的政治原因排除埃隆·马斯克和特斯拉就显得很愚蠢。实际上，特斯拉是加州最大的电动车制造商。《通胀削减法案》明确取消了对像特斯拉这样的公司的限额，以便它们能生产更多电动车。如果你看纽约时报三天前的报道，就会发现中国正在向全世界出口170万辆电动车。在这方面，我们远远落后，需要在美国生产更多这些电动车。因此，我认为政治不应该干预制造业或影响我们国家竞争力的问题。我可以在许多问题上与埃隆·马斯克持不同意见并说出，但不要因为政治观点而针对一家公司。州长和其他人可能会说这是为了帮助小制造商，但在我看来，这实际上没有任何明确的理由不受到政治影响。拜登没有邀请埃隆·马斯克，而对玛丽·巴拉大加赞扬，称她为电动车革命的远见卓识者，这简直是无稽之谈，国家都知道这一点。我对玛丽·巴拉毫无不敬之意，但说实话，她在电动车方面行动迟缓，而特斯拉在奥巴马的资助下帮助推动了电动车革命。人们讨厌这种政治。听到一位政客不偏袒某方，而是从理性角度讲话，实在令人耳目一新。我不确定罗的意见对加文·纽瑟姆有多大影响，但这绝对没有坏处。

In case you missed it, here's an impressive clip of FSD version 13 from AI driver highlighting how smooth this version is. You can see that blind turn and it reacted very naturally. And then he was asked on a scale of one to 10 how big has the improvement been AI driver said need more seat time, but I think Elon's 500% 6x improvement is likely correct. And Chuck Cook also had a pretty impressive clip from one of his videos today. I'll play this at regular speed for the first time. Here I'm going 61 and you can see these cars are already passing me, not with a lot of speed, but they're going 65. Okay, there's a box in the road. Whoa, it went around that box in the road. That was a good clip. As we watch it back in slow motion, keep an eye on the blue line, the navigation path, as it starts to adjust for this box well ahead of time. Now sure, could it have just ran over that box most likely, but you really never know. But the reason I'm so fixated on this is because I'm always thinking about what if there was a tire or a fender or a giant tree that was low to the ground and the cameras couldn't see. That would obviously be a disaster, so to see this performance without that front bumper camera to me is very encouraging.

如果你错过了，这里有一个来自AI驾驶员展示的FSD版本13的精彩片段，展示了这个版本的流畅性。你可以看到它在盲转时反应得非常自然。后来有人问他，从1到10的尺度上，这一版本的改进有多大，AI驾驶员说还需要更长的驾驶时间，但他认为Elon所说的500%提高可能是正确的。Chuck Cook在今天的视频中也展示了一个非常不错的片段。我会第一次以正常速度播放。在这里，我开到61，你可以看到其他车已经在超过我，速度不是很快，但他们开到了65。好，路上有个箱子。哇，它绕过了路上的箱子。那是个不错的片段。当我们慢放回看的时候，注意蓝线，即导航路径，在很早的时候就已经开始为箱子调整了。当然，它有可能就直接压过去，但我们真的无法确定。不过，我如此关注这点的原因在于，我总是思考万一路上有一个轮胎或挡泥板，或一个靠近地面的巨大树木，而照相机看不到，显然，这会是一个灾难。所以，看到没有前保险杠摄像头的表现让我很鼓舞。

And in case you missed it yesterday, Tesla is validating and testing the CyberCab all over Gigatexis. Joe Tett-Mayer caught some great drone footage of this in action. I believe it's being followed by the Model 3 that has cameras in the similar placement. Here's a quick chart showing us year to date sales and the comparison to last year for automakers in the United States. Year over year, through November, Acura is doing the worst down 10.1% and Mazda is doing the best up 18%. Tesla, as you can see, is not on the list. Not because they don't qualify or something, just because they don't report this data. But what I wanted to highlight was of all of these brands listed, only one, Acura is actually down year over year.

如果你昨天错过了，特斯拉正在整个德克萨斯超级工厂验证和测试CyberCab。Joe Tett-Mayer拍摄到了一些很棒的无人机视频。我相信它后面跟着的是配备类似相机布局的Model 3。这里有一个快速图表，显示了美国汽车制造商截至今年的销售情况，并与去年进行了比较。截至11月，本田的讴歌（Acura）表现最差，同比下降10.1%，而马自达（Mazda）表现最好，同比上升18%。特斯拉不在列表中，并不是因为不符合资格，而是因为他们没有报告这些数据。不过，我想强调的是，在所有列出的品牌中，只有一个，也就是讴歌，是同比下降的。

Recurrent has put out some research highlighting that by 2030, replacing an EV battery will cost less than fixing a gas engine. Goldman Sachs said that by 2026 battery prices should be $80 per kilowatt hour, about 50% of the 2023 price, which would be the prices having in just three years. And with most people buying used electric vehicles, they have plenty of questions about buying a used EV specifically around the battery. And they said as battery prices drop, replacement batteries get really affordable. Goldman Sachs put out a report in October saying that their estimated battery pack price in 2030 is $64 per kilowatt hour. And that number is at the pack level. And some other research firms like RMI are putting pack prices at under $50 per kilowatt hour by 2030. The main reasons for this, cheaper chemistries like LFP, becoming more prevalent and recycling, becoming a bigger part of the picture. Just an anecdote to keep in mind when you hear that argument.

Recurrent发布了一项研究，指出到2030年，更换电动车电池的费用将低于修理汽油引擎的费用。根据高盛的说法，到2026年，电池价格预计将降至每千瓦时80美元，相当于2023年价格的一半，这意味着在短短三年内价格将出现大幅下降。大多数人购买二手电动车，他们对于购买二手电动车时，尤其是电池方面有很多疑问。随着电池价格的下降，更换电池将变得非常实惠。高盛在10月发布了一份报告，预计2030年的电池组价格为每千瓦时64美元，而这个价格是电池组层面的价格。还有一些其他研究公司，如RMI，预计到2030年电池组价格将低于每千瓦时50美元。这主要归因于更便宜的化学成分如磷酸铁锂（LFP）的普及，以及电池回收在整体布局中的重要性逐渐增大。这个小故事可以提醒我们，在听到相关讨论时可以参考一下。

The Cybertruck account on X has confirmed my speculation saying that the wrap and license plate customization is coming to other models in future updates. Here you're looking at the Sony Honda Mobility or SHM prototype that they're about to show off, which is a fully electric sedan at CES 2025. The joint venture is planning to make these cars at Honda's US plant and deliver them by 2026 starting with the US market and then Japan. The 2023 prototype had a total of 45 cameras and sensors for monitoring inside and outside the vehicle. They said the hardware or the car body is pretty much complete. We'll be working on the software until the last minute.

Cybertruck 在 X 上的账户证实了我的猜测，表示未来更新中将为其他车型推出车身贴膜和车牌定制功能。在这张图片中，您可以看到即将发布的 Sony Honda Mobility（SHM）原型车，这是一款将在 2025 年 CES 展出 的全电动轿车。该合资公司计划在本田的美国工厂生产这些汽车，计划于2026年开始在美国市场交付，然后进入日本市场。2023 年的原型车总共配备了 45 个用于监控车内外的摄像头和传感器。他们表示，硬件或车身已经基本完成，我们将会一直致力于软件开发直到最后一刻。

The native Tesla watch app is here if you update your mobile app on iOS. Honestly, it's pretty basic. As you can see, most of the features require a vehicle software update, which I don't yet have. But to start, it's going to work as a key. You can lock and unlock, control the trunk, the trunk, you can honk the horn, flash the lights, and we'll see what the climate and charge icons do. But hopefully much more functionality in the future. Tesla stock closed the day at $351.42 down 1.59% while the NASDAQ was up 0.4%. The volume was 42% lower than the average. Don't forget, my referral code is active again in case you need one and you're considering buying a Tesla before the tax credits potentially go away. My wife and I are currently having this conversation about if it's time for our second Tesla. Hope you guys have a wonderful day. Please like the video. If you did, you can find me on X-linked below and a huge thank you to all of my Patreon supporters.

如果你在iOS上更新了手机应用程序，那么原生的特斯拉手表应用就可以使用了。老实说，它的功能比较基础。如你所见，大多数功能需要车辆软件更新，我目前还没有这些更新。不过，起初它可以作为钥匙使用。你可以锁车和解锁、控制后备箱、鸣喇叭、闪灯，我们也可以看看气候和充电图标的功能。不过，希望未来能有更多功能。特斯拉的股票今天收盘价为351.42美元，下跌了1.59%，而纳斯达克指数则上涨了0.4%。交易量比平均水平低了42%。别忘了，我的推荐码又可以使用了，如果你有需要，或者打算在税收优惠可能取消前购买特斯拉。我的妻子和我正在讨论是否是时候买第二辆特斯拉。希望大家有美好的一天。请点赞这个视频，如果你喜欢的话，可以在下面找到我的X链接，非常感谢所有的Patreon支持者。